Good morning from Germany!
It's the old game; "Who's afraid of the bad man?", which many investors are currently drifting around with.
Yes, the market is being severely tested at the moment, but who isIf you believe that this will remain so, you are very wrong.
Without lithium - without the structural change - without the turnaroundto a sustainable world - we don't need any more money -
just a carpenter for the coffins.
Who goes through the world with open eyes or in our casejust count the planned battery factories and those in production,
you can calculate how much lithium is needed.
Just like Joe Lowry, I'm sticking to that and not to any wishful thinking of analysts who "imagine"or "dream" how DLE becomes a savior.
In China, thescarcity Visible, because China is putting spodumene mines into operation, the content of which is already below 0.3% lithium.
"Mr. Lithium" says that the quality of this lithium is so poor that it will not pass the quality test for battery lithium.
We will soon see lithium prices and stocks rally again.
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